Personal Track Record
This is not an investment model
- It is a record of a member’s personal broker account as reported to Covestor
- It cannot be mirrored
Jun 28, 2010
kolkata - View Profile
Personal Track Record
| Inception date | January 15, 2008 |
| Long/Short | Long and Short |
| Cap bias | Large cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception January 15, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 4.67 | 4.41 |
| 3 month (%) | 1.72 | 4.76 |
| 1 year (%) | -1.74 | 2.09 |
| Annualized since inception (%) | -1.46 | 0.68 |
| Since inception (%) | -5.80 | n/a |
| Sharpe (annualized) | -0.07 | 0.01 |
| % of positive months | 53.06 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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To buy or not to buy SSO April 04, 2008
It seems that I cannot make up my mind on whether to buy SSO or not. The double upside is very enticing but cannot stomach the double risk.
Maybe, i will settle for some call options.
-
Adding Small and Micro caps April 04, 2008
Have been very light on small and micro cap exposure.
After past six month's mayhem and significant correction of the small cap indices, I think, its time to slowly add to my small cap exposure. I am pretty poor in market timing - hence will incrementally add to my portfolio to exploit the eventual rise in the market.
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Long term hold for a small portion of portfolio February 06, 2008
Vanguard REIT ETF. Low expense ratio, good dividend payout and a significant downward correction since last year.
This is a good buy opportunity for a sector that has been trading lot low. I am happy to buy this as a long hold for a small portion of my overall portfolio.
- Expertise 1-5 years
- Country United States
- State Illinois
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- Past performance is no guarantee of future results.
- Performance of a Personal Track Record is calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. It is exclusive of any commissions, fees, dividends, earnings distributions, and cash in the portfolio.
- Month to Date returns and Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
- All graph data is as of the end of day for the referenced period, unless otherwise specified.
- Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash, dividends and earnings distributions, or transaction costs. More
- All Personal Track Record information including personal data, profiles, strategies, commentary, and historical results outside of Covestor has been provided by the Member. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor.